See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,779 | $105,181-47.0% | $159,436-65.0% | $85,850-35.0% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.8%+8.7pp | 69.3%+22.2pp |
| Annual return | 11.69% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $10,866 | $3,318+227.5% | $4,829+125.0% | $2,565+323.6% |
| Participant deferral / active EE | $388 | $5,945-93.5% | $7,352-94.7% | $3,952-90.2% |
| Admin fee / account holder | $4,517 | $6,933-34.9% | $10,799-58.2% | $6,260-27.8% |